ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 12)

1,919 institutional investment managers reported a IAU position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $29.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,101 to 1,200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

IAU 13F holders ranked 1,101–1,200 of 1,919

Institutional investors reporting a position in ISHARES GOLD TRUST on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Fedenia Advisers#1101 · 9,414 sh$710.9K+1.5%
COFG Advisors#1102 · 9,378 sh$708.1K+11.4%
May Barnhard Investments#1103 · 9,377 sh$708.1K-0.8%
PETRA FINANCIAL ADVISORS#1104 · 9,372 sh$707.7K-62.1%
Colonial / SC#1105 · 9,350 sh$706.0K-13.2%
Tradition Wealth Management#1106 · 9,347 sh$705.8K+11.6%
Benchmark Financial Wealth Advisors#1107 · 9,321 sh$703.8K-2.4%
OLD POINT & FINANCIAL SERVICES N A#1108 · 9,291 sh$701.6K+0.4%
Mission Financial Group#1109 · 9,273 sh$700.2K—
DOLIVER ADVISORS#1110 · 9,215 sh$695.8K0.0%
Accredited Investors#1111 · 9,214 sh$695.8K+32.6%
STALEY CAPITAL ADVISERS#1112 · 9,176 sh$692.9K-2.1%
SeaCrest Wealth Management#1113 · 9,176 sh$692.9K+2.3%
PROATHLETE WEALTH MANAGEMENT#1114 · 9,169 sh$692.4K0.0%
JFS WEALTH ADVISORS#1115 · 9,158 sh$691.5K+1.8%
CAPE COD FIVE CENTS SAVINGS BANK#1116 · 9,151 sh$691.0K—
SFE Investment Counsel#1117 · 9,124 sh$689.0K0.0%
INGALLS & SNYDER#1118 · 9,098 sh$687.0K+1.1%
TCFG Investment Advisors#1119 · 9,086 sh$686.1K+1.0%
Advisory Advocates#1120 · 9,077 sh$685.4K-6.8%
Archford Capital Strategies#1121 · 9,049 sh$683.3K+180.2%
Financial Gravity Companies, (FGCO)#1122 · 9,000 sh$679.6K—
BRANDYWINE OAK PRIVATE WEALTH#1123 · 9,000 sh$679.6K0.0%
Nilsine Partners#1124 · 8,973 sh$677.6K0.0%
Three Cord True Wealth Management#1125 · 8,956 sh$676.3K0.0%
United Asset Strategies#1126 · 8,953 sh$676.0K-5.1%
FOSTER & MOTLEY#1127 · 8,914 sh$673.0K+140.9%
INTEGRITY ALLIANCE#1128 · 8,900 sh$672.0K+2.4%
BKM Wealth Management#1129 · 8,824 sh$666.3K-4.8%
COLDSTREAM CAPITAL MANAGEMENT#1130 · 8,764 sh$661.8K-30.2%
Talon Private Wealth#1131 · 8,746 sh$660.4K+108.3%
First Growth Capital#1132 · 8,698 sh$656.8K-14.0%
FORT WASHINGTON INVESTMENT ADVISORS#1133 · 8,600 sh$649.4K-1.8%
Amundi#1134 · 8,600 sh$649.4K-79.8%
CALTON & ASSOCIATES#1135 · 8,587 sh$648.4K+16.5%
WORLD EQUITY GROUP#1136 · 8,576 sh$647.6K+12.7%
Strategic Wealth Advisors#1137 · 7,978 sh$647.0K+6.0%
HORIZON KINETICS ASSET MANAGEMENT#1138 · 8,566 sh$646.8K0.0%
High Point Wealth Management#1139 · 8,547 sh$645.4K-3.4%
Magnus Financial Group#1140 · 8,532 sh$644.3K-5.3%
Aureus Asset Management#1141 · 8,531 sh$644.2K-8.5%
Compass Ion Advisors#1142 · 8,520 sh$643.3K0.0%
Plante Moran Financial Advisors#1143 · 8,515 sh$643.0K+59.1%
Traveka Wealth#1144 · 8,506 sh$642.3K+24.3%
HAZLETT, BURT & WATSON#1145 · 8,601 sh$642.0K+10.7%
First Nebraska#1146 · 8,500 sh$641.8K0.0%
Beckerman Institutional#1147 · 8,431 sh$636.7K-2.4%
RETIREMENT INCOME SOLUTIONS#1148 · 7,179 sh$632.9K0.0%
Tacita Capital#1149 · 8,382 sh$632.8K+7.8%
J.M. Arbour#1150 · 8,341 sh$629.8K+46.3%
Winch Advisory Services#1151 · 8,275 sh$624.8K0.0%
Union Bankshares#1152 · 8,253 sh$623.2K+5.6%
Worth Financial Advisory Group#1153 · 8,252 sh$623.1KNew
TCW GROUP#1154 · 8,195 sh$618.8K0.0%
Pallas Capital Advisors#1155 · 8,157 sh$615.9K0.0%
Acorn Wealth Advisors#1156 · 8,119 sh$613.1K+26.8%
SVB WEALTH#1157 · 8,112 sh$612.5K-0.5%
MEYER HANDELMAN#1158 · 8,071 sh$609.4KNew
STERLING INVESTMENT ADVISORS#1159 · 8,061 sh$608.7K0.0%
IFC & Insurance Marketing#1160 · 8,036 sh$606.8K+0.3%
QUANTIFY CHAOS ADVISORS#1161 · 7,976 sh$602.3K0.0%
Index Technologies Group#1162 · 7,973 sh$602.0K-2.4%
Integrated Investment Consultants#1163 · 7,972 sh$602.0K0.0%
REGIMEN WEALTH#1164 · 7,906 sh$600.9K-0.2%
Colter Lewis Investment Partners#1165 · 7,946 sh$600.0K0.0%
Haverford#1166 · 7,845 sh$592.4K+87.6%
Stegent Equity Advisors#1167 · 7,832 sh$591.4K0.0%
PATTEN & PATTEN#1168 · 7,818 sh$590.3K-8.8%
WHALEROCK POINT PARTNERS#1169 · 7,811 sh$589.8K0.0%
NATIONS FINANCIAL GROUP , /IA#1170 · 7,786 sh$587.9K-87.1%
Endowment Wealth Management#1171 · 7,776 sh$587.2K+18.4%
Clearbridge Investments#1172 · 7,701 sh$581.5K0.0%
Sound Income Strategies#1173 · 7,671 sh$579.2K+1.8%
DV Trading#1174 · 7,620 sh$575.4KNew
WealthCollab#1175 · 7,600 sh$573.9K0.0%
Halbert, Hargrove/Russell#1176 · 7,568 sh$571.5KNew
Lakeridge Wealth Management#1177 · 7,536 sh$569.0K-4.1%
Financial Partners Group#1178 · 7,522 sh$568.0K-5.5%
ARRIEN INVESTMENTS#1179 · 7,500 sh$566.3K0.0%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1180 · 7,500 sh$566.3KNew
Envision Financial Planning#1181 · 7,489 sh$565.5K+32.2%
Indivisible Partners#1182 · 7,484 sh$565.1K+52.3%
GREENWOOD GEARHART#1183 · 7,479 sh$564.7KNew
Presidio Capital Management#1184 · 7,467 sh$563.8K+19.2%
Whelan Financial#1185 · 7,450 sh$562.5K+7.8%
Visionary Wealth Advisors#1186 · 7,420 sh$560.3K-6.1%
QUATTRO FINANCIAL ADVISORS#1187 · 7,420 sh$560.3K+30.0%
Fortune Financial Group#1188 · 7,404 sh$559.1KNew
DURANTE & WATERS#1189 · 7,380 sh$557.3K0.0%
Soltis Investment Advisors#1190 · 7,374 sh$556.8K+0.7%
CHANNEL WEALTH#1191 · 7,362 sh$555.9KNew
CGN Advisors#1192 · 7,360 sh$555.8K+3.2%
Fiduciary Alliance#1193 · 7,344 sh$554.5K-10.4%
Fisher Asset Management#1194 · 7,337 sh$554.1K-22.9%
Indiana & Investment Management#1195 · 7,307 sh$551.8K0.0%
Aries Wealth Management#1196 · 7,247 sh$547.2K+5.6%
Galvin, Gaustad & Stein#1197 · 7,220 sh$545.2K-2.5%
Petersen Hastings Wealth Advisors#1198 · 7,220 sh$545.2K0.0%
Capital Squared Financial#1199 · 7,211 sh$544.5K-4.3%
Chesley Taft & Associates#1200 · 7,202 sh$543.8K+7.1%

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.